Financial Advisor - Sonoma & Napa, CA
About the role
We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
- Meet with existing and prospective clients to plan their financial future.
- Utilize our company-provided technology and tools to improve your operation.
- Use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
- Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
Qualifications
- A high school diploma or GED.
- Ideal experience: 2+ years of experience working as a Financial Advisor.
- Proven and successful sales track record.
- Active FINRA Series 7 licenses and a Series 63 and 65 or 66.
- Active state variable life and health license.
Skills
- Passionate and self-motivated.
- Seek to improve the lives of others in your community.
Work Location
This position is currently designated as remote. Estimated Travel May include up to 25% travel.
Compensation
Compensation for this role is based on commission and will be paid based upon the applicable commission schedule in place for the role.
Benefits
- Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match.
- Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools.
- Company-paid E&O, licensing fees, continuing education and compliance support.
Corebridge Financial
We are an Equal Opportunity Employer. Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic.